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Timothy Richards

@Apella Capital, Llc

Latest period2024 - Q4ReportedManaged Assets$2.607BTotal holdings341
Assets growth rate7.15%Assets growth rate (2-Q avg)7.97%Continuous growth in asset value10 quarters

Portfolio positions

This chart displays the top 10 holdings in Apella Capital, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 341 positions.

Assets under management

The assets under management (AUM) of Apella Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.607B in assets, with a quarterly growth rate of 7.15% and a 2-quarter average growth rate of 7.97%. The portfolio is managed by Timothy Richards, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
OMFLInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -5.78%
0.08%
$1.83M
33,749 shares@ $54.24 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Decreased -9.16%
0.07%
$1.762M
30,693 shares@ $57.41 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -9.27%
0.07%
$1.694M
5,843 shares@ $289.88 avg price
AVIGAmerican Centy Etf Tr
Recent Activity
Decreased 0%
0.07%
$1.656M
40,822 shares@ $40.58 avg price
SYKStryker Corporation
Recent Activity
Decreased -1.16%
0.07%
$1.653M
4,590 shares@ $360.04 avg price
TSLATesla Inc
Recent Activity
Decreased -0.37%
0.06%
$1.511M
3,741 shares@ $403.84 avg price
XLSRSsga Active Tr
Recent Activity
Decreased -0.5%
0.06%
$1.508M
28,221 shares@ $53.45 avg price
BIVVanguard Bd Index Fds
Recent Activity
Decreased -5.86%
0.05%
$1.298M
17,373 shares@ $74.73 avg price
JPMEJ P Morgan Exchange Traded F
Recent Activity
Decreased -7.75%
0.05%
$1.272M
12,413 shares@ $102.48 avg price
ADPAutomatic Data Processing In
Recent Activity
Decreased -7.84%
0.05%
$1.246M
4,255 shares@ $292.73 avg price